Sound Equity Dividend IncomeDIVYETF
13F holders, Q1 2024 (March 31)6holders
$27.07avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings. The largest holders were Sound Income Strategies, LLC ($22.8M), Schorn Wealth LLC ($926K) and Old Mission Capital LLC ($282K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL ETF TR (Q1 2024)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $289K |
| Exits | 2 | $662K |
Ownership 6 holders
| Sound Income Strategies, LLC | 1.70% | Add +3.7% | 841,580 | $22.8M |
| Schorn Wealth LLC | 0.35% | Add +90.0% | 34,200 | $926K |
| Old Mission Capital LLC | 0.01% | New | 10,417 | $282K |
| Bogart Wealth, LLC | 0.00% | New | 262 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Morgan Stanley | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.